The Preferred Client Group is a team of financial planning professionals that act as Your Personal Financial Concierge, helping you make efficient business and personal economic decisions. We will become the single source to facilitate your comprehensive financial affairs. We provide a comprehensive educational process that includes the strategies, solutions, and resources necessary to make wise financial decisions. Through our holistic planning process, we will efficiently and cost effectively help build and protect your wealth.

We understand the dynamics of benefit plan administration and management. When we opened our doors in 2009 everything was built on the philosophy to always strive for improvement and develop solutions that reflect our values. We understand the importance of a trusted partnership. Access to quality care, providing value to our clients and encompassing medical management is our mission. We are committed to improving the health of our plan members and supporting the communities where we do business. To fulfill our mission, we have created strategic partnerships and developed solutions that have evolved to create a unique approach to helping our clients manage their benefit plans. We are focused on innovation and our goal is to create new approaches and solutions that embrace our mission.

Ash Group, based in Louisville, KY, stands out as a prominent insurance broker with a focus on employer benefits. This larger office, part of a local brokerage firm, specializes in providing medical and ancillary benefits, demonstrating significant expertise with midsize employers in the region. Their proficiency is notably strong in the water transportation industry, as evidenced by their successful partnership with James Marine, a key player in this sector, with over 320 participants. The Ash Group's Louisville office, located at 9509 US Highway 42 Ste 200, Prospect, KY 40059-9290, is well-positioned to serve local and regional businesses seeking tailored insurance solutions. Their hands-on approach and deep understanding of industry-specific challenges make them a reliable choice for businesses like James Marine, seeking comprehensive and customized insurance coverage. This description provides an insight into the capabilities and specialties of the Ash Group's Louisville location, highlighting their role as a significant player in the insurance brokerage landscape, particularly for employers looking for adept handling of their insurance needs in specific industries like water transportation.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

Kenbanc Insurance Inc in Louisville, KY, stands as a prominent insurance broker, boasting a sizable and knowledgeable team that caters to the diverse needs of local and regional employers. This larger office is characterized by its significant experience with midsize employers, offering a depth of expertise in the realms of medical and ancillary benefits. Their proficiency extends across industries, with a focus on depository credit intermediation and management of companies and enterprises. With a track record of successful partnerships, Kenbanc Insurance Inc has cultivated relationships with notable clients such as Citizens Bank of Kentucky, Citizens Union Bancorp of Shelbyville, and Magnolia Bank. Each of these esteemed clients, hailing from industries such as depository credit intermediation and management of companies and enterprises, attests to the broker's versatile capabilities. Aligned with a local brokerage firm, Kenbanc Insurance Inc leverages its regional insights to tailor insurance solutions effectively. Their commitment to understanding the unique needs of clients is evident in their tailored approaches for each industry. As an insurance partner, this Louisville-based office distinguishes itself through a combination of local knowledge, industry-specific expertise, and a proven track record of delivering comprehensive benefits solutions to businesses of varying sizes.

When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance and risk management solutions focused on our clients’ priorities and what they value most. McGriff is a Marsh & McLennan Agency LLC Company. Our solutions include commercial property and casualty, corporate bonding and surety, cyber, executive risk, management and professional liability, captives and alternative risk transfer programs, employee benefits, small business and personal lines insurance. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity: We do what we say, every single time. Determination: We relentlessly pursue success on your behalf. Passion: We are specialists in our field driven to serve you. Collaboration: We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path. Join the thousands of businesses, organizations and individuals across the country who choose McGriff, a firm dedicated to building long-term relationships and helping protect your most valuable assets. With McGriff, you’ll never have to settle for less.

Looking to provide an exceptional event? A bolder brand? Superior member services? FSA offers it all. For more than 40 years, our team of experts has provided well-rounded services to strengthen and support organizations like yours. FSA is an association management company that provides a custom approach to each client we support — an approach that pairs your vision for success with our proven expertise.  Whether you’re seeking full management or a boost in one key area, we offer a strong operational and strategic foundation that builds “your success with our support.” So feel free to sit back and relax. We’re here to help. 

With more than four decades of experience, Energy Insurance Agency has grown to become Central Kentucky’s largest local insurance agency. By leveraging our carrier relationships, we can provide our clients with exclusive service, knowledge, and pricing. We treat our customers like family and work hard to give them the best possible service available. We understand the importance of having a policy that will protect you and your loved ones in the event of a loss or emergency. We are committed to providing you with quality coverage at competitive rates so that you can focus on what matters most – your family, your business, or whatever else makes life worth living! Energy Insurance Agency was originally established in 1982 to serve the insurance needs of underserved coal and natural gas companies. Today, we continue to serve those same needs but have expanded our services to include a full range of personal and commercial lines for individuals and businesses.

Alium's Louisville, KY office stands out as a significant player in the insurance brokerage sector, particularly in servicing employer benefits for both small and midsize businesses. As a prominent local brokerage firm, this larger office has developed a robust expertise in catering to diverse industry sectors, emphasizing personalized solutions for each client. One of their key strengths lies in their adept handling of self-funded clients, showcasing their ability to tailor strategies that suit varied financial and operational needs. This skill is particularly relevant for local and regional employers seeking comprehensive yet flexible benefit solutions. Their client portfolio is impressive and diverse, featuring notable names such as Algood Food Company from the fruit and vegetable preserving and specialty food manufacturing industry. With over 230 participants, Algood Food Company's collaboration with Alium highlights their capability to manage extensive employee benefits programs efficiently. Similarly, their work with Arrow Electric Co, a stalwart in the building equipment contractors industry with over 120 participants, and Green Mechanical Construction with 100 participants in the same industry, reflects their deep understanding and expertise in these sectors. Furthermore, Alium's proficiency isn't limited to just a few industries. They have demonstrated exceptional skill across various fields including building equipment contractors, fruit and vegetable preserving, specialty food manufacturing, and offices of physicians. This versatility makes them a go-to broker for a wide range of businesses seeking robust, industry-specific insurance solutions. Their established track record with both small and midsize employers underlines their ability to adapt and scale services according to the unique needs of each business, further solidifying their position as a leading insurance broker in the Louisville area. This combination of local knowledge, industry-specific expertise, and a broad range of client experience makes Alium's Louisville office a compelling choice for employers looking to optimize their benefits programs.